Connect Lightspeed Retail POS (X-Series) and Docmaker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sale
New Product
New Customer
Register Closed
Consignment Received
Consignment Send
Choose an Action
Automatically do this!
Create PDF From Docx Template
Fill Out PDF Form
Print PDF From Webpage
Ready to use Lightspeed Retail POS (X-Series) and Docmaker automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sale
Triggers when a new sale is created or updated in Retail Lightspeed.
New Product
Triggers when a new product is created or updated in Retail Lightspeed.
New Customer
Triggers when a new customer is created or updated in Retail Lightspeed.
Register Closed
Triggers when a specific register is closed in Retail Lightspeed.
Consignment Received
Triggers when a consignment received in Retail Lightspeed.
Consignment Send
Create and send a consignment shipment in Lightspeed, moving selected items into consignment inventory and recording the transfer.
Do thisActions
Action is the task that follows automatically within your Lightspeed Retail POS (X-Series) integrations.
Create Customer
Create a new customer or update an existing customer.
Create Customer Group
Creates a named customer group.
Create Product
Create a new product in Lightspeed Retail.
Create a Register Sale
Create a new register sale (POS transaction) with optional line items, customer, invoice number, and source. Returns the created sale record.
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
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Frequently Asked Questions
To start, connect both your Lightspeed Retail POS (X-Series) and Docmaker accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Docmaker (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Docmaker. This includes choosing which data fields go into which fields of Docmaker, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Docmaker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lightspeed Retail POS (X-Series) and Docmaker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Lightspeed Retail POS (X-Series)
Lightspeed Retail POS (X-Series) is a cloud-based point-of-sale and retail management system designed to streamline in-store and online operations. It provides powerful tools for inventory control, sales processing, customer management, reporting, and multi-store management. With an intuitive interface and real-time analytics, Lightspeed Retail POS helps retailers run smarter, automate workflows, and manage their business from anywhere.
Learn MoreAbout Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
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